Wealth Connect Region Leader jobs in United States
cer-icon
Apply on Employer Site
company-logo

U.S. Bank · 1 day ago

Wealth Connect Region Leader

positionCincinnati, OH
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$144K/yr - $169K/yr
date10+ years exp

U.S. Bank is committed to helping customers and businesses make informed financial decisions. The Wealth Connect Region Leader will manage a team of Investment Consultants, focusing on growing market share among emerging affluent clients, while collaborating with other bank areas to promote investment services.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Manage a team of Investment Consultants in their designated region
Grow the market share of emerging affluent clients, typically with investable assets up to $250k
Engage other areas of the bank to promote the segment and encourage referrals from existing bank clients for investment needs
Build the strategic offering to grow the emerging affluent segment

Qualification

FINRA licensesInvestment experienceSecurities marketsWealth business knowledgeLeadership abilitiesAnalytical skillsInterpersonal skillsPresentation skillsDecision-making skillsProblem-solving skills

Required

FINRA SIE, Series 7, Series 63, and Series 24 licenses (partially licensed candidates will be considered)
Typically has a bachelor's degree or equivalent in Accounting, Finance, Economics or another related field
10 or more years of Investment experience, preferably Wealth experience with five or more years' experience in a managerial capacity
Thorough knowledge of securities markets and investment products

Preferred

Excellent interpersonal, verbal, and written communication skills, exceptional client facing skills with clients
Extensive knowledge of wealth business and U.S. Bank products and services
Expert knowledge of consumer credit and experience with Principal Supervision
Strong leadership abilities and strategic management skills
Excellent presentation, verbal, and written communication skills
Strong analytical, decision-making, and problem-solving skills
Considerable tact, diplomacy, and people skills

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

twittertwittertwitter
Glassdoor3.6
company-logo
At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

leader-logo
John C Stern
CFO
linkedin
leader-logo
Daniel Crozier
Senior Vice President Operations
linkedin

Recent News

Business Wire
Adapture Renewables Closes $233 Million in Financing from U.S. Bank for Titanium Solar Projects in Illinois and Arkansas
2026-01-07
Business Wire
CPV Begins Operations at Maryland’s Largest Solar Project
2025-12-24
MarketScreener
Grindr Amends, Extends, and Upsizes Credit Facility to $600 Million
2025-12-17
Company data provided by crunchbase